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Disclosery

BCGM Wealth Management, LLC: WBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCGM Wealth Management, LLC on WBS, newest first. How the timeline and the estimate are built.

BCGM Wealth Management, LLC held 0 WBS shares at 2025-12-31 per its 13F-HR filed 2026-01-07.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -15,090 shares

    13F-HR 0001830467-26-000001 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 15,090 shares
    Change vs previous 13F -1,071 shares

    0.23% of the 13F portfolio, value $896,931.

    13F-HR 0001830467-25-000003 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 16,161 shares
    Change vs previous 13F +186 shares

    0.25% of the 13F portfolio, value $882,399.

    13F-HR 0001765380-25-000283 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 15,975 shares
    Change vs previous 13F +1,214 shares

    0.25% of the 13F portfolio, value $823,488.

    13F-HR 0001765380-25-000194 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 14,761 shares
    Change vs previous 13F -1,332 shares

    0.26% of the 13F portfolio, value $815,104.

    13F-HR 0001765380-25-000033 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 16,093 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $750,075.

    13F-HR 0001765380-24-000402 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).